Fedora offers software from the GNOME and KDE environments to manage your finances. '''GnuCash''' is the financial software recommended for users with the GNOME desktop environment, and '''KMyMoney''' is recommended financial software for the KDE environment. Although each financial software application is recommended for a specific desktop environment, remember both will work on any Fedora desktop environment. Both applications can be used for personal and business, and be configured for online banking.

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Fedora offers software for the GNOME and KDE environments to manage your finances. '''GnuCash''' is the financial software recommended for users with the GNOME desktop environment, and '''KMyMoney''' is recommended financial software for the KDE environment. Although each financial software application is recommended for a specific desktop environment, '''remember''' both will work on any Fedora desktop environment. Both applications can be used for personal and business, and configured for online banking.

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'''GnuCash''' and '''KMyMoney''' are not installed by default from the Live-CD or the DVD. If you do not have access to the Internet, you can install them with the Fedora DVD. To install either, or both packages, read [[User Guide - Managing Software|the chapter on managing software]]. You can install them by either [[User Guide - Managing Software#Installing Software|using the PackageKit application]] or on the command line by [[User Guide - Managing Software#Installing Software 2|using Yum]].

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'''GnuCash''' and '''KMyMoney''' are not installed by default from the Live-CD or the DVD. If you do not have access to the Internet, you can install them with the Fedora DVD. To install read [[User Guide - Managing Software|the chapter on managing software]]. You can install them by either [[User Guide - Managing Software#Installing Software|using the PackageKit application]] or on the command line by [[User Guide - Managing Software#Installing Software 2|using Yum]].

== GnuCash ==

== GnuCash ==

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[[Image:Docs_Drafts_DesktopUserGuide_Financial_gnucash-icon.png]] '''GnuCash''' allows you to track bank accounts, stocks, income and expenses. It has a checkbook register, it is based on double entry accounting principles.

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[[Image:Docs_Drafts_DesktopUserGuide_Financial_gnucash-icon.png]] '''GnuCash''' allows you to track personal and business bank accounts, stocks, income and expenses, and is based on double entry accounting principles.

* The ''Accounts'' tab opens. The top menu bar allows you to manipulate your accounts. You can:

* The ''Accounts'' tab opens. The top menu bar allows you to manipulate your accounts. You can:

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:* Edit, delete and create new accounts.

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:* ''Edit, Delete'' and ''Create new accounts''.

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:* Set Preferences.

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:* ''Set Preferences''.

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:* Schedule transactions.

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:* ''Schedule Transactions''.

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:* Do transfers.

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:* Do ''transfers''.

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:* Reconcile an account.

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:* ''Reconcile'' an account.

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:* Stock splits.

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:* Enter ''Stock Splits''.

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:* Add customers, vendors, and employees for a business.

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:* Add ''Customers, Vendors'', and ''Employees'' for a business.

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:* Set reminders.

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:* ''Set Reminders''.

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:* Generate reports.

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:* Generate ''reports''.

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:* Setup online banking.

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:* ''Setup Online Banking''.

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:* Edit prices of inventory.

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:* ''Edit Prices'' of inventory.

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:* Access the general ledger.

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:* Access the ''General Ledger''.

* Double click on an account to bring up a check book type register for that account. The top menu bar changes to allow manipulation of transactions. This menu includes the options above, plus you can:

* Double click on an account to bring up a check book type register for that account. The top menu bar changes to allow manipulation of transactions. This menu includes the options above, plus you can:

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:* Change the view of the ledger from basic ledger to auto-split ledger, transaction journal, or double entry.

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:* Change the view of the ledger from ''Basic Ledger'' to ''Auto-Split Ledger'', ''Transaction Journal'', or ''Double Entry''.

Online banking setup can be accessed from the ''Accounts'' window or the ''Register.'' On the top menu bar select ''Tools > Online Banking Setup.'' The ''Initial Online Banking Setup'' window lists what you need to complete the setup.

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Online banking setup begins from the ''Accounts'' window or the ''Register.''

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* On the top menu bar select ''Tools > Online Banking Setup.''

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* The ''Initial Online Banking Setup'' window lists what you need to complete the setup.

* Click the '''[Institutions]''' icon on the left panel to make sure your bank information is linked to your new account.

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* Highlight your account under the bank in the main window.

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* On the top menu, choose ''Account > Map Account'' and the program will load a list of financial institutions in the ''Online Banking Account Setup'' window.

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* Type the name of your bank in the ''Search'' bar, or scroll down the list to find it.

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* Click on your bank's name to select it then press the '''[Next]''' button.

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* Fill in your ''Username'' and ''Password.''

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* Choose an option for ''Indentify as'' (the format(s) you bank downloads too) and click the '''[Next]''' key.

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* This window shows the accounts you have available at the bank. Click on the whichever one you want to link to your '''KMyMoney''' account and press '''[Next].'''

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* Select the '''Finish''' button to complete the setup.

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* Press the blue icon on the top menu to ''Update the Account,'' or select ''Account > Account update,'' also on the top menu bar.

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* The program connects to your bank and the ''Account selection'' window asks you which '''KMyMoney''' account you want the information downloaded too. You also have the option here to ''Create'' a new account.

Fedora offers software for the GNOME and KDE environments to manage your finances. GnuCash is the financial software recommended for users with the GNOME desktop environment, and KMyMoney is recommended financial software for the KDE environment. Although each financial software application is recommended for a specific desktop environment, remember both will work on any Fedora desktop environment. Both applications can be used for personal and business, and configured for online banking.

Type in the information required in the [Users], [Accounts], and [Backends] tabs on the top of the window.

Select OFX-Direct Backend if you are not sure which one to use.

You may need to call your bank to get their server URL. If you chose the OFX-Direct backend it is likely their URL is https://ofx.yourbank.com/.

Return to the Start Online Banking Wizard and click the [Forward] button.

Check the boxe(s) under the New? column to match the bank accounts with your GnuCash accounts.

Press the [Forward] button.

Now select the [Apply] button to finish.

To download your bank transactions select the Accounts or Register tab then: Actions > Online Actions > Get Transactions or > Get Balance and fill in the information asked for to complete the operation.

For additional help using the application, please refer to the documents on the Gnucash website.